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Gateway Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Gateway Wealth Partners’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.7M Sell
27,328
-11,855
-30% -$1.17M 0.16% 159
2026
Q1 		$3.89M Buy
39,183
+30,716
+363% +$3.07M 0.15% 160
2025
Q4 		$846K Sell
8,467
-585
-6% -$58.7K 0.09% 206
2025
Q3 		$907K Sell
9,052
-444
-5% -$44.1K 0.12% 170
2025
Q2 		$942K Buy
9,496
+3,984
+72% +$390K 0.18% 127
2025
Q1 		$545K Buy
5,512
+878
+19% +$85.8K 0.12% 174
2024
Q4 		$449K Buy
4,634
+1,270
+38% +$125K 0.12% 181
2024
Q3 		$341K Buy
3,364
+703
+26% +$70.1K 0.09% 196
2024
Q2 		$258K Sell
2,661
-143
-5% -$13.8K 0.08% 222
2024
Q1 		$275K Buy
2,804
+360
+15% +$35.2K 0.1% 183
2023
Q4 		$243K Sell
2,444
-3,264
-57% -$311K 0.1% 181
2023
Q3 		$537K Buy
5,708
+570
+11% +$54.9K 0.1% 118
2023
Q2 		$503K Buy
+5,138
New +$508K 0.09% 124

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gateway Wealth Partners's AGG Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 30% in Q2 2026, selling an estimated $1.17M and leaving 27,328 shares worth $2.7M. The position accounts for 0.16% of the portfolio, ranked #159.

Gateway Wealth Partners first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.89M in Q1 2026. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Gateway Wealth Partners held 27,328 shares of iShares Core US Aggregate Bond ETF worth $2.7M as of Q2 2026.
  • Gateway Wealth Partners sold 11,855 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.17M.
  • iShares Core US Aggregate Bond ETF made up 0.16% of Gateway Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • Gateway Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Gateway Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $3.89M in Q1 2026.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.